ANRIA
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American National Registered Investment Advisor’s Evergy EVRG Stock Holding History

American National Registered Investment Advisor’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$406K Sell
5,941
-156
-3% -$10.1K 0.15% 183
2021
Q4 		$418K Sell
6,097
-2
-0% -$130 0.14% 181
2021
Q3 		$379K Sell
6,099
-18
-0.3% -$1.18K 0.14% 184
2021
Q2 		$370K Sell
6,117
-50
-0.8% -$3.13K 0.13% 188
2021
Q1 		$367K Sell
6,167
-3
-0% -$166 0.14% 184
2020
Q4 		$342K Hold
6,170
– – 0.14% 174
2020
Q3 		$314K Hold
6,170
– – 0.14% 165
2020
Q2 		$366K Hold
6,170
– – 0.18% 149
2020
Q1 		$340K Hold
6,170
– – 0.21% 140
2019
Q4 		$402K Hold
6,170
– – 0.2% 153
2019
Q3 		$411K Hold
6,170
– – 0.23% 140
2019
Q2 		$371K Hold
6,170
– – 0.21% 153
2019
Q1 		$358K Buy
+6,170
New +$351K 0.2% 160

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return